CRD: 315459
Safe Future Wealth Partners LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-01-2021
- Office Locations
- 2
Office Locations
About Safe Future Wealth Partners LLC
Safe Future Wealth Partners is a Michigan-based advisory firm led by founder Joseph Uppleger III, serving individuals, including retirees, with financial planning, insurance guidance, and ongoing investing and asset management. The team emphasizes goal-based portfolio evaluation and risk management using diversified vehicles such as mutual funds and ETFs. Differentiator: their “Retirement Plan Guardian” program and a published retirement-protection book.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOSEPH E. UPPLEGER
Founder, Managing Member
- CRD
- --
- Ownership
- 75% or more
Joseph Earl Uppleger IV
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #7633107
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
MARK BRADLEY PERRY
Advisor
- CRD
- #2334376
HARYANTO PRAWIRANA SASTRO
Financial Planner
- CRD
- #3091945
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,363,102 | -- |
| Non-Discretionary | $810,922 | -- |
| Total | $10,174,024 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing